James Pope
James Pope is a registered investment advisor at Advisor.investments, based in Baton Rouge, LA, with 21 years of industry experience. Their practice areas include Investment Management, Tax Planning. Their firm serves 168 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $8.0M | 0.35% |
| $8M+ | 0.35% |
Fees are negotiable for amounts over $8 million.
Fee Estimator
Location
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a managing member of Pope Family Properties, LLC, a timber/real estate business, since 2008. He dedicates about 10% of his time to this business and does not receive compensation.
Employment History
Current Registrations
Advisor.investments
Previous Registrations
Securities America Advisors, INC.
State Registrations6 states
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